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Why We Do It

YOU and everything important to YOU

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How We Do It

By planning ahead, managing emotions and simplifying the complex

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What We Do

Implement financial strategies tailored to meet the needs of each client

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Meet Our Team

Michael McConachie, CFP®, CRPC®, AIF®

Michael McConachie, CFP®, CRPC®, AIF®

Founder, Investment Director, Financial Advisor and Financial Planner

Faris  Nagle

Faris Nagle

Partner, Financial Advisor and Financial Planner

William  J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Partner, Financial Advisor

Ron Koehler,  ChFC®, LUTCF®

Ron Koehler, ChFC®, LUTCF®

Partner, Financial Planner, Financial Services Executive, Investment Advisor Representative

 Schuyler C.  Woodhull III

Schuyler C. Woodhull III

Financial Services Representative and Financial Planner

Erin  Selton

Erin Selton

Sr. Client Relationship Manager

Taylor Winbush

Taylor Winbush

Client Ambassador

Emma Snell

Emma Snell

Client Relationship Manager

Rachel Coleman

Rachel Coleman

Client Relations Specialist

Toni Koehler

Personal Assistant to Ron Koehler

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